Talent.com
Client Services Associate
Client Services AssociateTradeJobsWorkforce • 94125 San Francisco, CA, US
Client Services Associate

Client Services Associate

TradeJobsWorkforce • 94125 San Francisco, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.

[job_alerts.create_a_job]

Client Service Associate • 94125 San Francisco, CA, US

[internal_linking.similar_jobs]
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley • San Francisco, CA, US
[job_card.full_time]
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams o...[show_more]
[last_updated.last_updated_30] • [promoted]
Tax Senior Associate - Private Client Services

Tax Senior Associate - Private Client Services

EisnerAmper • San Francisco, CA, United States
[job_card.full_time]
AtEisnerAmper, we look for individuals who welcomenew ideas, encourage innovation, and areeagerto make an impact.Whetheryou arestarting out in your career or taking your next step as a seasoned pro...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Institutional Client Relationship Associate – West

Institutional Client Relationship Associate – West

Allspring Global Investments Holdings, LLC • San Francisco, CA, United States
[job_card.full_time]
We have an opening for an Institutional Client Relationship Associate with our Institutional Client Group (ICG) West Region. Allspring’s Institutional Client Group works primarily with corporate and...[show_more]
[last_updated.last_updated_1_day] • [promoted]
Client Analyst

Client Analyst

Neuberger Berman • San Francisco, CA, United States
[job_card.full_time]
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c.The firm manages a range of strategies—including equity, fixed income, quantitative and multi-...[show_more]
[last_updated.last_updated_30] • [promoted]
Client Partnerships

Client Partnerships

Fractional AI • San Francisco, CA, United States
[job_card.full_time]
Fractional AI builds bespoke gen AI software to transform businesses.We work with PE-backed businesses and Fortune 500 clients across industries. Every C-suite in the country is trying to bridge the...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Banking & FinTech Transactions Associate

Banking & FinTech Transactions Associate

Squire Patton Boggs • San Francisco, CA, United States
[job_card.full_time]
A leading law firm is seeking a Financial Services Associate to join their retail and consumer banking team in San Francisco. The ideal candidate will have 5-7 years of experience in U.This position...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Alliances & Partnerships Associate

Alliances & Partnerships Associate

Suger • San Francisco, California, United States
[job_card.full_time]
About Us Suger is a revenue platform that helps our customers grow on the fastest-growing B2B sales channel : the cloud marketplaces of AWS, Azure, GCP, and Alibaba. Launched in 2022, we take the tec...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Client Experience Associate

Client Experience Associate

PNC Financial Services Group • San Carlos, CA, US
[job_card.full_time] +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Associate Counsel – Payments & Commercial Agreements

Associate Counsel – Payments & Commercial Agreements

Visa • San Francisco, CA, United States
[job_card.full_time]
A leading payments technology company seeks an attorney to support its Legal and Ethics & Compliance group in San Francisco. This hybrid position involves negotiating complex contracts and providing...[show_more]
[last_updated.last_updated_30] • [promoted]
Private Client Associate (San Francisco)

Private Client Associate (San Francisco)

Loeb & Loeb • San Francisco, CA, United States
[job_card.full_time]
Loeb & Loeb's Private Client Department seeks an associate with 2-3 years of law firm experience to join its San Francisco office. The ideal candidate will come from an estate planning practice, tax...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Client Experience Associate

Client Experience Associate

PNC • San Carlos, CA, US
[job_card.full_time]
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Client Service Associate

Client Service Associate

VirtualVocations • Oakland, California, United States
[job_card.full_time]
A company is looking for a Client Service Associate to support financial advisors and enhance client experiences.Key Responsibilities Provide client support through communication with advisors an...[show_more]
[last_updated.last_updated_30] • [promoted]
Client Services Specialist

Client Services Specialist

University of California - Riverside • Oakland, CA, United States
[job_card.full_time]
UC Riverside's Facilities Services is recruiting for the Client Services Specialist.The full salary range for the Client Services Specialist is $32. We base salary offers on a variety of considerati...[show_more]
[last_updated.last_updated_30] • [promoted]
Client Engagement Associate

Client Engagement Associate

SRO Marketing • Burlingame, California, United States
[job_card.full_time]
Our company partners with TruConnect to bring essential mobile service to individuals who’ve historically been left on “read” by big telecom. Expect a customer-facing schedule centered on enrollment...[show_more]
[last_updated.last_updated_1_day] • [promoted]
Healthcare Financial Advisory Services Associate (Nationwide)

Healthcare Financial Advisory Services Associate (Nationwide)

Huron • San Francisco, CA, United States
[job_card.temporary]
Huron helps its clients drive growth, enhance performance and sustain leadership in the markets they serve.We help healthcare organizations build innovation capabilities and accelerate key growth i...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Associate Client Advocate - West Region

Associate Client Advocate - West Region

Willis Towers Watson • San Francisco, CA, United States
[job_card.full_time]
Description Company Description WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW...[show_more]
[last_updated.last_updated_1_day] • [promoted]
Director of Client Services

Director of Client Services

Vibe Talent • San Francisco, CA, United States
[job_card.full_time]
Director of Delivery and Client Services : Hi-Tech (Digital Transformation | Cloud Consulting).Vibe Talent has been exclusively retained by a rapidly growing, cloud-focused technology consulting org...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Audit Senior Associate - Financial Services

Audit Senior Associate - Financial Services

Crowe • San Francisco, CA, United States
[job_card.full_time] +1
Your Journey at Crowe Starts Here : .At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...[show_more]
[last_updated.last_updated_variable_days] • [promoted]